See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,506 | $83,337-29.8% | $67,834-13.8% | $273,961-78.6% |
| Participation rate | 44.4% | 76.4%-32.0pp | 68.8%-24.4pp | 83.0%-38.6pp |
| Annual return | 2.43% | 259.45%-257.0pp | 138.47%-136.0pp | 41.45%-39.0pp |
| Employer contribution / active EE | $689 | $3,287-79.0% | $2,403-71.3% | $4,869-85.9% |
| Participant deferral / active EE | $2,741 | $4,088-32.9% | $3,160-13.2% | $5,287-48.2% |
| Admin fee / account holder | $10,682 | $6,752+58.2% | $4,622+131.1% | $10,132+5.4% |